Meridian Growth Fund� Legacy Class

 (MUTF:MERDX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.37%  
1 week   +0.53%
   
4 week   +3.86%
   
3 month   +6.98%
   
YTD   +22.68%
   
1 year   +19.10%
   
3 years*   +11.62%
   
5 years*   +13.70%
   
*annualized
Best 3 month return+24.45%  
Worst 3 month return-29.56%  

Morningstar statistics

Morningstar category: Small Growth
  Return Risk Rating
3 years Average Below Average
5 years Average Low
10 years Above Average Low
Overall Above Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.61B 
Front load-  
Deferred load-  
Expense ratio0.89%  
Management fee-  
Fund familyMeridian 

Asset allocation

Cash7.21%  
Stocks92.38%  
Bonds0.00%  
Other0.40%  

Purchase information

Initial$1,000  
Additional$50  
43.54-0.16(-0.37%)
Dec 10, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. Under normal circumstances, the fund emphasizes small- and mid-capitalization growth companies that the Investment Adviser believes may have prospects for above-average growth in revenues and earnings because of many factors, including high sales growth, high unit growth and industry growth, high or improving returns on assets and equity and a strong balance sheet. It may invest up to 25% of its total assets, calculated at the time of purchase, in securities of foreign companies, including emerging market companies.
Fund filings (PDF) »
Asset managers:
Chad Meade (Started: Sep 5, 2013)
Brian Schaub (Started: Sep 5, 2013)
Advisor Company:
ArrowMark Colorado Holdings, LLC (ArrowMark Partners)
Fund family reports on Morningstar »
Meridian, 660 E. Sir Francis Drake Blvd., Suite 306, Larkspur, CA, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 15.58 0.68 -1.31 2.03
Beta* 0.20 0.99 0.99 0.98
Mean annual return 1.70 0.96 1.14 0.92
R-squared* 1.92 62.79 64.18 81.96
Standard deviation 5.62 12.64 11.75 16.42
Sharpe ratio 3.48 0.88 1.14 0.65
* Against standard index

Top 10 holdings

Security Net Assets  
LPL Financial Holdings Inc (LPLA) 2.71%  
Sensata Technologies Holding N.V. (ST) 2.53%  
Sally Beauty Holdings Inc (SBH) 2.50%  
ServiceMaster Global Holdings Inc (SERV) 2.46%  
Trinet Group Inc (TNET) 2.33%  
Carter's Inc (CRI) 2.28%  
STERIS PLC (STE) 2.02%  
Kirby Corp (KEX) 2.02%  
Heartland Express Inc (HTLD) 1.98%  
Multi-Color Corp (LABL) 1.97%